User Roles and Permissions

Modified on: Tue, 21 Sep, 2021 at 3:26 PM

This article is intended to inform you about the different User Roles and their permissions within Siteimprove services. 

There are currently 5 default user roles that cannot be edited or deleted. These roles can be copied to create new customized roles if required. Learn more on how to customize user roles [InApp tutorial]

The default user roles can be summarized as follows:

  • Account Owner - All view and action permissions. 
  • Administrator - All view permissions and most action permissions. (See table for details.)
  • User - All view permissions and action permissions, but no access to settings.
  • Read Only - A Read-only user has only view permissions and no action permissions.
  • Report Recipient - A Report Recipient has no view or action permissions. 


Note: The permissions listed apply to the groups, sites and/or checkpoints that a user has been granted access to by an Account Owner. Users with no access to Siteimprove's services can still view an individual Page Report if they have the unique Page Report URL. 

Below you will find a breakdown of the permission for each of the default User Roles.

General

PermissionReport recipientRead OnlyUserAdminAccount owner

Export (CSV / PDF)

Export to report template

Schedule Reports

Recheck single pages/pdfs

Recheck own groups

Re-crawl entire website

Add and delete single page checks

View graph annotations

Manage annotations

Siteimprove Academy Access

View DCI menu items

Manage, Create Dashboard

Add, edit and delete page tags

Quality Assurance

PermissionReport recipientRead OnlyUserAdminAccount owner

View QA data

Dismiss/Confirm broken links

Manage misspellings for all pages/sites

Manage misspellings for your own pages/sites

Upload words to the dictionary

View readability data

Manage readability actions

View content policy data

Manage policies

View inventory

Manage inventory

SEO

PermissionReport recipientRead OnlyUserAdminAccount owner

View SEO data

Ignore at page level & site level

Create Tags, Put tags on keywords

Create, Edit and Delete Activity Plans

Add/remove keywords to/from Activity plans

Set target page

Authorize Google Search Console integration

Accessibility NextGen

PermissionReport recipientRead OnlyUserAdminAccount owner

View accessibility data

Set a site target

Set account-wide site target

Review potential issues

Old Accessibility module

PermissionReport recipientRead OnlyUserAdminAccount owner

View accessibility data

Ignore at page level

Ignore issue at site level

Ignore item at site level

Re-calculate issues

Change responsibility

Policy

PermissionReport recipientRead OnlyUserAdminAccount owner

View policies

Manage policies

✔ 

Create policy for all sites

Add policy from library

✔ 

Analytics

PermissionReport recipientRead OnlyUserAdminAccount owner

View statistics

View key metrics

Manage/edit key metrics

Manage/edit Funnels

Manage user journeys

Manage behavior map

View user feedback

Manage feedback

✔ 

Extract Visitor Data file

✖ 

Data Privacy

PermissionReport recipientRead OnlyUserAdminAccount owner

View Data Privacy Data, Policies, Domains and IP

Add sites to be scanned for personal data

Add, move, and reject domains

Add, delete, and ignore names

Change PIN country-specific format

Change PIN alert email recipient

Performance

PermissionReport recipientRead OnlyUserAdminAccount owner

View, create, edit and delete measurements

Web Security

PermissionReport recipientRead OnlyUserAdminAccount owner

Grant access to other customer user roles

View security scan results for different domains

Manage scanned domains

View specific issue types


Note: Account owners can grant access onwards to other custom roles.

Ads

PermissionReport recipientRead OnlyUserAdminAccount owner

View and export Ads data

Setup Analytics integration

Manage account

Customize targets

Make real-time changes

Response

PermissionReport recipientRead OnlyUserAdminAccount owner

Add/edit URL checkpoint

View response data

Manage Users 

PermissionReport recipientRead OnlyUserAdminAccount owner

View user details

Manage users

View own profile

Edit own profile

View roles

Manage Account Owner role

Manage Administrator, User, Report recipient, Read-only and Custom user roles

View password policy

Manage password policy


Note: Only an Account Owner can grant Account Owner permission to another user.

Settings & Integrations

PermissionReport recipientRead OnlyUserAdminAccount owner

Account information

View sites

Manage sites

Add/delete sites

Edit/add exclusions and aliases

View groups

Manage groups

View readability settings

Manage readability test for all sites

View PDF check

Manage PDF checking

View analytics filters

Manage filters

Parameters

Manage parameters

View feedback settings

Manage feedback surveys

View response settings

Manage response

View tags

Manage tags

View API keys

Manage API keys

View SSO settings

Manage SSO

Manage Share Widget

Add Jira connections

Connect URL shortener Integrations

Create Manage/Jira issues

View Crawler Management

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